How to Find, Book, and Allocate Resources › Change Default Allocation

Change Default Allocation

You can create planned and hard allocation curves for the time a resource works on an investment. These curves indicate any deviations from the Default % Allocation field. While the Planned Allocation curve represents the default or total allocation amount requested by the investment manager, the Hard Allocation curve represents the allocation amount that the resource manager committed.

For example, you have a resource with default allocation set at 100 percent. You booked this resource to work on your project from 8/10/12 through 11/10/12. But the resource is also scheduled to work on another project 50 percent of the time through 9/1. In addition, the resource plans to be on vacation from 9/15 through 9/22. In this case, you create two allocation curves for the resource: one that indicates a deviation to 50 percent from 8/01/12 through 9/01/12, and another that indicates a deviation to 0 percent from 9/15/12 to 9/22/12.

When editing the default allocation for a resource, gaps can appear between allocation segments. The gaps are automatically filled by creating new allocation segments.

For more information, see the Project Management User Guide.

Follow these steps:

1. With the resource open, click Allocations.
2. Click the Properties icon on the Summary or Detail page for the investment for which you want to edit resource allocation.
   • Summary: Displays the allocation information for a resource allocated to an investment. Use this subtab to view and edit booking status, and allocation information for each investment to which the resource or role is allocated.
   • Detail: Displays the allocation information for a role that is allocated to an investment. Use this subtab to view and edit allocation information for each investment by week in a histogram format.
3. Change the following field in the General section:

   Default % Allocation

   Defines the percentage of time you want to allocate the resource to a project. You can enter "0" (zero). The change you make here reflects in the Allocation and Allocation % columns on the resource/role allocations page or project team staff page.

4. Create rows for deviations in the Planned Allocation and Hard Allocation sections.

   To apply the previous example, create two rows:

   • First row. To cover the period where the resource actually works at 50% (compared to the 100% default or planned allocation); and
   • Second row. For the period where the resource actually works at 0% (compared to the 100% default or planned allocation).
5. Complete the fields to create a planned or hard allocation curve in the Planned Allocation and Hard Allocation sections. The following field requires explanation:

   % Allocation

   Defines the expected percentage of time for the resources to work (as tentative or committed) on the investment. You can enter zero as the allocation percentage.

6. Save your changes.